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| Insider
Information: |
Erdoes Mary E. |
| Relationship: |
CEO Asset & Wealth Man... |
| City: |
New York |
| State: |
NY |
| |
|
| Insider
Summary: |
|
|
|
|
Companies Owned : |
1 |
|
| Direct
Shares |
601,793 |
|
|
Indirect Shares
|
0 |
|
|
| Direct
Value |
$116,440,928 |
|
|
|
Indirect Value
|
$0 |
|
|
| Total
Shares |
601,793 |
|
|
| Total
Value |
$116,440,928 |
|
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Historical
Performance :
Based on 6 Month Return Percentages |
Buys
|
Sells
|
|
Total
Filings :
|
1
|
4
|
|
Stock
price went up :
|
0
|
4
|
| Stock
price went down : |
1
|
0
|
| |
|
|
|
Gain/Loss Ratio : |
-1.0
|
4.0
|
| Percentage
Gain/Loss : |
 -28.3%
|
 83.4%
|
| |
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|
Holdings
:
| Menu |
Company Name |
Ticker |
Relation |
Direct Date |
Direct Shares |
Indirect Date |
Indirect Shares |
Total Value Sold  |
 |
JP Morgan Chase & Co |
JPM |
CEO Asset & Wealth Man... |
2024-03-25 |
601,793 |
|
0 |
Premium* |
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Records found :
25 |
Free Registration Required For Full Results. Limit: 25
|
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Download |
Page 1 of 1
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| Ticker |
Company Name |
Relation |
Off-Dir-10% |
Trans. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-03-25 |
4 |
D |
$195.65 |
$7,694,683 |
D/D |
(39,329) |
601,793 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
71,119 |
641,122 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-02-16 |
4 |
S |
$178.99 |
$861,665 |
D/D |
(4,814) |
570,003 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-01-16 |
4 |
S |
$166.73 |
$802,618 |
D/D |
(4,814) |
574,817 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-01-13 |
4 |
D |
$172.61 |
$3,779,532 |
D/D |
(21,897) |
579,631 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2024-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
41,155 |
601,528 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-06-15 |
4 |
S |
$142.15 |
$1,154,002 |
D/D |
(8,118) |
560,373 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-05-15 |
4 |
S |
$134.81 |
$1,094,483 |
D/D |
(8,119) |
568,491 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-03-25 |
4 |
D |
$124.40 |
$4,997,734 |
D/D |
(40,176) |
576,610 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
72,650 |
616,786 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-17 |
4 |
AS |
$140.29 |
$1,450,642 |
D/D |
(10,340) |
544,136 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
43,923 |
577,718 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2023-01-13 |
4 |
D |
$139.15 |
$3,234,008 |
D/D |
(23,242) |
554,476 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-10-17 |
4 |
AS |
$115.77 |
$3,880,135 |
D/D |
(33,515) |
533,795 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-03-25 |
4 |
D |
$141.99 |
$7,571,199 |
D/D |
(53,322) |
567,310 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
96,422 |
620,632 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-01-13 |
4 |
OE |
$0.00 |
$0 |
D/D |
51,578 |
551,857 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2022-01-13 |
4 |
D |
$168.85 |
$4,668,196 |
D/D |
(27,647) |
524,210 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-11-15 |
4 |
GD |
$0.00 |
$0 |
D/D |
11,910 |
500,279 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-07-14 |
4 |
AS |
$154.78 |
$2,691,182 |
D/D |
(17,387) |
512,189 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-05-06 |
4 |
GD |
$0.00 |
$0 |
D/D |
6,370 |
529,576 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-05-06 |
4 |
D |
$158.99 |
$11,187,984 |
D/D |
(70,368) |
535,946 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-05-06 |
4 |
OE |
$46.58 |
$4,897,561 |
D/D |
105,143 |
606,314 |
0 |
- |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-04-15 |
4 |
AS |
$150.90 |
$2,895,475 |
D/D |
(19,188) |
501,171 |
0 |
% |
|
| JPM |
JP Morgan Chase & Co |
CEO Asset & Wealth Management |
• • – |
2021-03-25 |
4 |
OE |
$0.00 |
$0 |
D/D |
82,035 |
564,018 |
0 |
- |
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25 Records found
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1
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Page 1 of 1 |
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Free Registration Required For Full Results. Limit: 25
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
|
OE |
- Options Exercised |
A |
- Aquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
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